Tricia Helton

Director at Fidelity Investments

Tricia Helton is the Director at Fidelity Investments based in United States.

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United States


Financial Services


At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

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Tricia Helton Work Experience and Education

Work Experience

Relationship Manager

Education Background


University of Cincinnati

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Carol Wentworth
Vice President, Business Performance Reporting at Fidelity Investments
TA Product Manager at Fidelity Investments
Guy Cocuzzo
Director, Software Engineering at Fidelity Investments
Chad Bowman
VP, Branch Office Manager at Fidelity Investments
Matthew Hearty
VP/Financial Consultant at Fidelity Investments
Veronica Grigoras
Director, Digital Platform at Fidelity Investments

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